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Independent Financial Representative Agent in Training Resume Example

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INDEPENDENT FINANCIAL REPRESENTATIVE AGENT IN TRAINING
Professional Summary

I'm a hard worker with 20+ years experience who is willing to go above and beyond what is required and asked of me in order to get the job or project done and finished on time. My areas of expertise include computers, data entry, social media, phone etiquette, writing, editing, supervising. and following supervision to get the tasks done in a timely manner.

Skills
  • Data management
  • Self-motivated
  • Strong verbal communication
  • Extremely organized
  • Team liaison
  • Team leadership
  • Project management
  • Data management
  • Self-motivated
  • Strong verbal communication
  • Extremely organized
  • Team liaison
  • Team leadership
  • Project management
Work History
Independent Financial Representative Agent in Training, 02/2018 to Current
T. Rowe Price – Owings Mills , MD

I am currently in training to be a financial representative for WealthWave. I am in the process of studying so that I can take the test to be a licensed agent in the state of Arizona.

Financial Representative, 02/2018 to Current
Mercy Medical Center - Canton – Carrollton , OH

I am currently in training to be a financial representative for WealthWave. I am in the process of studying so that I can take the test to be a licensed agent in the state of Arizona.

Cashier, 05/2016 to Current
Capital Vacations – Lawrenceville , GA
  • Running cash register at busy grocery establishment.
  • Keep work areas clean, neat and organized for maximum productivity.
  • Responding to customer requests and directing to merchandise.
  • Directing customers to store locations.
  • Receiving customer payments.
  • Greeting customers promptly.
  • Processing customer returns.
  • Completing purchases using Point of Sale systems.
  • Collecting and storing coupons.
  • Responding to customer concerns with friendly and knowledgeable service.
  • Completing all daily tasks and special assignments with an efficient and quality-driven approach.
Cashier, 05/2016 to Current
Redner's Markets Inc. – West Lawn , PA
  • Running cash register at busy grocery establishment.
  • Keep work areas clean, neat and organized for maximum productivity.
  • Responding to customer requests and directing to merchandise.
  • Directing customers to store locations.
  • Receiving customer payments.
  • Greeting customers promptly.
  • Processing customer returns.
  • Completing purchases using Point of Sale systems.
  • Collecting and storing coupons.
  • Responding to customer concerns with friendly and knowledgeable service.
  • Completing all daily tasks and special assignments with an efficient and quality-driven approach.
Reservation Specialist, 05/2014 to 01/2015
Mercy Medical Center - Canton – Cleveland , OH
  • Assisted customers with making reservations and entered reservation details into the computer system.
  • Resolved various issues and discrepancies for customers.
  • Helped customers make the right accommodations to fit their needs, including suggesting different amenities and packages for their own individual circumstances.
  • Answered an average of 300 calls per day by addressing customer inquiries, solving problems and providing new product information.
Reservation Specialist, 05/2014 to 01/2015
Company Name – City, State
  • Assisted customers with making reservations and entered reservation details into the computer system.
  • Resolved various issues and discrepancies for customers.
  • Helped customers make the right accommodations to fit their needs, including suggesting different amenities and packages for their own individual circumstances.
  • Answered an average of 300 calls per day by addressing customer inquiries, solving problems and providing new product information.
Deli Clerk, 09/2013 to 05/2014
Company Name – City, State
  • Prepared orders according to customer preferences.
  • Opened new inventory and rotated stock by dates to maintain freshness.
  • Responded to telephone inquiries regarding available products and services.
  • Kept work areas clean, neat and sanitized according to requirements.
  • Maintained calm and professional demeanor in all situations.
  • Took special orders for event catering and party trays.
  • Provided exceptional customer service to all guests, even in peak business periods.
  • Listened to customer needs and suggested additional menu items as appropriate.
  • Promptly and empathetically handled guest concerns and complaints.
  • Demonstrated integrity and honesty while interacting with guests, team members and managers.
  • Greeted customers and provided excellent customer service.
  • Pleasantly and courteously interacted with customers.
  • Maintained high standards of customer service during high-volume, fast-paced operations.
  • Reported to each shift on time and ready to work.
  • Reported to all shifts wearing a neat, clean and unwrinkled uniform.
  • Cooked and packaged large batches of food that were prepared to order or kept hot until needed.
Deli Clerk, 09/2013 to 05/2014
Company Name – City, State
  • Prepared orders according to customer preferences.
  • Opened new inventory and rotated stock by dates to maintain freshness.
  • Responded to telephone inquiries regarding available products and services.
  • Kept work areas clean, neat and sanitized according to requirements.
  • Maintained calm and professional demeanor in all situations.
  • Took special orders for event catering and party trays.
  • Provided exceptional customer service to all guests, even in peak business periods.
  • Listened to customer needs and suggested additional menu items as appropriate.
  • Promptly and empathetically handled guest concerns and complaints.
  • Demonstrated integrity and honesty while interacting with guests, team members and managers.
  • Greeted customers and provided excellent customer service.
  • Pleasantly and courteously interacted with customers.
  • Maintained high standards of customer service during high-volume, fast-paced operations.
  • Reported to each shift on time and ready to work.
  • Reported to all shifts wearing a neat, clean and unwrinkled uniform.
  • Cooked and packaged large batches of food that were prepared to order or kept hot until needed.
Cashier, 07/2007 to 06/2013
Company Name – City, State
  • Kept work areas clean, neat and organized for maximum productivity.
  • Ran cash register at busy retail establishment.
  • Responded to customer requests and directed to merchandise.
  • Directed customers to store locations.
  • Received customer payments.
  • Greeted customers promptly.
  • Monitored areas for security issues and safety hazards.
  • Completed purchases using Point of Sale systems.
  • Collected and stored coupons.
  • Trained new cashiers on procedures, customer service and sales techniques.
  • Assisted on sales floor as needed to maintain service standards.
  • Responded to customer concerns with friendly and knowledgeable service.
  • Completed all daily tasks and special assignments with an efficient and quality-driven approach.
  • Operated a cash register for cash, check and credit card transactions with 99% accuracy.
  • Stocked and replenished merchandise according to store merchandising layouts.
  • Cleaned and organized the store, including the checkout desk and displays.
Cashier, 07/2007 to 06/2013
Company Name – City, State
  • Kept work areas clean, neat and organized for maximum productivity.
  • Ran cash register at busy retail establishment.
  • Responded to customer requests and directed to merchandise.
  • Directed customers to store locations.
  • Received customer payments.
  • Greeted customers promptly.
  • Monitored areas for security issues and safety hazards.
  • Completed purchases using Point of Sale systems.
  • Collected and stored coupons.
  • Trained new cashiers on procedures, customer service and sales techniques.
  • Assisted on sales floor as needed to maintain service standards.
  • Responded to customer concerns with friendly and knowledgeable service.
  • Completed all daily tasks and special assignments with an efficient and quality-driven approach.
  • Operated a cash register for cash, check and credit card transactions with 99% accuracy.
  • Stocked and replenished merchandise according to store merchandising layouts.
  • Cleaned and organized the store, including the checkout desk and displays.
Interests

I write scripts, make short films, read, workout, like to cook, and like to play guitar.

Education
Bachelor of Arts: May 2004
Hope International University - City, State
Languages
English: Native
Skills
closing, clients, English, meetings, Microsoft word, phone
Additional Information
  • Hobbies & Interests I write scripts, make short films, read, workout, like to cook, and like to play guitar.
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

88Good
Resume Strength
  • Formatting
  • Word choice
  • Measurable results
  • Strong summary
  • Typos

Resume Overview

School Attended

  • Hope International University

Job Titles Held:

  • Independent Financial Representative Agent in Training
  • Financial Representative
  • Cashier
  • Reservation Specialist
  • Deli Clerk

Degrees

  • Bachelor of Arts : May 2004

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